Has your client moved to a new company? No problem, you can update this in the CRM simply by moving your contact.

Here’s what happens when you take this action:

  • All working data including Jobs, Applications, Timesheets, Placements will be transferred to another Contact inside the old company ✔️
  • If the old contact is an approver inside Timetemp, a message will also be sent from TimeTemp to inform the new Contact (Approver) of the change  ✔️
  • If the contact is linked to a candidate, the job history of the Candidate will be updated with the new company information as well  ✔️

OK - ready to action? 👍🏼

Step 1: Select the Contact and click on ‘Move to new company’ in the actions list.

Step 2: Search for the new company

Simply search the name of the company in the search field  and update the fields if applicable.

🔥*Please Note that the new company should already exist in Vincere so if it’s a brand new company, make sure you create the Company first before you do this.

Step 3: Reassign responsibilities

This is where you choose a Contact to assign responsibility to. All working data including Jobs, Applications, Timesheets, Placements will be transferred to this selected Contact inside the old company. 

Better get movin' 👋
#TheVincereWay 

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